Multi Asset Balanced Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Multi Asset Balanced Fund
Fund Sector
SA – Multi Asset – Medium Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Multi Asset Balanced Fund
May 24
R 14.26    R 0.18
   1.28%
High Avg. Low
R 14.30 R 14.11 R 13.81

The Dividends

Multi Asset Balanced Fund
Total Distributions

The Management

Multi Asset Balanced Fund

Asset Allocations

Multi Asset Balanced Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Multi Asset Balanced Fund

Did You Know ?
in 2010s Absa Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

See Also

Edge Balanced Fund
Amity Prudent FOF
Coronation Capital Plus Fund
Sygnia CPI + 2% Fund
Destiny Prudential FOF
©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
G - MA - F -
SA - IB - VT -
G - E - G -
SA - MA - F -
R - MA - F -
SA - RE - G -
SA - MA - HE -

The Fund Aims and Objectives


The Technical Details

Multi Asset Balanced Fund
Fund Sector
SA – Multi Asset – Medium Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Multi Asset Balanced Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Multi Asset Balanced Fund

See Also

Moore Stephens Balanced FOF
Platinum Balanced FOF
Quantum Balanced FOF
Allan Gray Balanced Fund
Edge Balanced Fund

NAV Prices

Multi Asset Balanced Fund
May 24
R 14.26    R 0.18
   1.28%
High Avg. Low
R 14.30 R 14.11 R 13.81

The Dividends

Multi Asset Balanced Fund
Total Distributions

Fund Activities

Multi Asset Balanced Fund
Did You Know ?
in 2010s Absa Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
Foord Momentum H4 Oasis Satrix
©2012-2024 NGCSOFT